Altus Wealth Group »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Altus Wealth Group

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Altus Wealth Group from 13F filings

Historical chart of Altus Wealth Group investment in Capital Group Divid Value Etf Shs Creation Unit

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by Altus Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 43k 43.64
2025-09-30 $591k 14k 42.03

More positions owned by Altus Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Builders FirstSource (BLDR)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Altus Wealth Group

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Raymond James Financial
Capital Research and Management Company - Division 3
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Jones Financial Companies, L.L
Capital Group Private Client Services
Advance Capital Management
UBS Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Confluence Wealth Services

View all funds holding Capital Group Divid Value Etf Shs Creation Unit